Roger G. Ward, CPA/PFS, CFP®

Principal
Windham Brannon Financial Group, LLC

Roger is experienced with helping clients simplify the complications that come with dealing with wealth. He specializes in assisting clients with complicated personal financial planning situations, retirement planning, and liquidity event planning. He enjoys the process of helping clients turn assets into a lifestyle through prudent planning. Roger is involved in several professional organizations including the Personal Financial Planning Section of the American Institute of CPAs, the Estate and Financial Planning Section of the Georgia Society of CPAs, and the Financial Planning Association.  Roger has also served as adjunct faculty for the Department of Risk Management and Insurance at Georgia State University teaching a course on personal financial planning.

Specialization Includes:

  • Comprehensive Wealth Management
  • Retirement Planning
  • Liquidity Event Planning

Career Highlights

Prior to joining the firm, Roger was the director of Tarpley & Underwood Financial Advisors, a firm that merged with Windham Brannon Financial Group in 2011.  He joined Tarpley & Underwood Financial Advisors in 1998, and prior to that, Roger served as the Comptroller for the Savannah-Chatham Board of Education and worked in the Atlanta office of Deloitte and Touche.

Education and Affiliations

  • University of South Carolina – B.S., Finance
  • Georgia State University – Masters in Personal Financial Planning
  • Certified Public Accountant
  • Personal Financial Specialist
  • CFP®, Certified Financial Planner
  • Member, Roswell United Methodist Church

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